Research

CMCSA: Updating for Versant spin, new PT is $34

Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028

Tesla & SpaceX announce Terafab. Our thoughts

Arm everywhere: What to expect from the event

Bible 4Q25 - PCs: Brace for a tough 2026 as memory prices kill demand

Indian Mobile – Q3 FY26 review: AGR relief for Vodafone Idea, Jio’s IPO nears

Liberty LA (Buy, TP: $14.7) - Feedback from call with CFO

Digi: Why Buy WhyFibre in the UK? Our take

NXST/TGNA Closes while States, DTV, and Others Sue

Global Telecoms Multiples 2026-03-20

TIM: Takeover offer by Poste Italiane – Our take

Co-Tech Development (8358 TT): Copper Foil Bottleneck

Inwit: Relationship status: It's complicated. Cut target to €9.5.

Brightspeed -Progressing

United Internet/ 1&1: 4Q25: Mid-term guidance implies FCF upside

BABA: FY3Q26 Results - AI Investments to Weigh Down Margins for FY27

AMZN: Quick Thoughts on The Battle in Seattle, AWS in 10 years & “Other” Capex

Cellnex – Think twice about today’s market reaction

Micron 2FQ26: Cyclical upside behind us. Capex ramping to close the supply gap. Neutral, $345 TP.

GTC 2026: Our 5 key takeaways. Could Nvidia trade at 7x 2028 earnings? Adding to our 2026 best idea list.